Inflation
The Growing Politicization of Central Banks
The worlds of politics and central banks are increasingly converging, just as fiscal and monetary policy have long since started…
Will Monetary Easing Continue? Look to the Powell Pivot and Inflation for Answers
After a recent 25bp cut, Grizzle Strategist Chris Wood examines the economic data to determine whether further monetary easing should…
China’s Economy Still Strong Despite Trade and Tech War
There has remained continuing newsflow on the US-China trade war. What about the condition of the Chinese economy? The view…
The Declining U.S. Dollar Is Good News for Asia
There has been a lack of currency volatility for most of 2019. But of late that has begun to change.…
Egg Head Economists at the Fed Think Deflation Has to Be Avoided – It Doesn’t
The focus of financial markets this week has again been the U.S.-China trade deal triggered by the much Twitter-driven news…
How the Fed is Overshooting its Inflation Target
There would seem little doubt about it, hopes for the normalization of monetary policy, driven by Federal Reserve Chairman Jerome…
“Risk On” Market Remains the Base Case but There is One Big Risk
Strategist Christopher Wood writes about the risk-on market being the base case and the biggest risk to the market.
The US Tax Reform GDP Sugar Rush Coming to an End
The base case here remains that the 2Q18 US GDP will mark the peak of growth in this cycle on…
Electric Car Hype Sows the Seeds for a Future Inflationary Oil Price Spike
“Oil forecast to hit peak demand by 2036”. Such was the headline in a newspaper article recently (see Financial Times…